Information that is good to know
We know that some people just like to read all they can get their hands on. They know that learning is a lifelong endeavor, not something that is relegated to one’s school years. So we do our best to provide interesting material and links related to one’s financial life – and life in general. Feel free to bookmark this page and return as a regular reader. As always, if there is anything else you ever need, feel free to let us know.
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle

How cyber savvy are you?
Cyberattacks are the nation’s fastest-growing crime. Review these tips for keeping your personal information safe.
Technology and Innovation

Tax-advantaged accounts: A powerful addition to your financial plan
The benefits of tax-efficient wealth management.
Tax Planning

More retirees crossing state lines – here’s where they’re going
Florida drew more retirees than any other state.
Retirement & Longevity
Is a niche retirement community right for you?
Things to consider before joining a community of like-minded retirees.
Retirement & Longevity
Structured lending: A strategic tool for sophisticated individuals
Customization that serves the multifaceted needs of private wealth.
Markets & Investing
What a difference a data point (or two) makes
5/3/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy